Glenn Christensen
My feedback
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2 votes
An error occurred while saving the comment Glenn Christensen
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1 voteGlenn Christensen
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7 votesGlenn Christensen
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1 voteGlenn Christensen
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3 votes
An error occurred while saving the comment Glenn Christensen
commented
I see that this suggestion is from June of 2024. I have always had the "task" tab on Contacts AND jobs. It is only today that we lost the task tab on Contacts and I don't like it. I don't understand why it was eliminated. There are always instances where you want to be able to create a task, such as a follow-up for more business, off the Contact and not a specific job. While you can still create the task by using the "create" button at the top and then relating it to a contact, it isn't as user friendly since you are selecting a name that may or may not be the correct one because you aren't seeing all of the contact information. You also can't go to the contact and see any upcoming or completed tasks without a task tab.
I like most of the improvements that JN makes but feel this one is a miss.
Glenn Christensen
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140 votes
You can use Email Templates to add signatures for each user when sending emails from either the Add Note feature or when sending automated emails.
Direct email signatures per user from their profile is still on our development list but this is a great workaround in the meantime.
Glenn Christensen
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4 votes
An error occurred while saving the comment Glenn Christensen
commented
You can do this. Click on the icon in the top right to access your profile settings and then under Calendar you will see the ability to set business hours and the day you want to be the start of the week.
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10 votes
An error occurred while saving the comment Glenn Christensen
commented
We need the ability to add custom fields on an estimates such as a product color, payment terms or some other detail that can be either optional or mandatory (so the sales rep doesn't forget). That field should also be possible to be added to the estimate that the customer sees. It should also carry over to the work order and invoice with the option to make it visible to the customer.
You can add a "special note" or an 'internal note" but it needs to function more like the work order fields.
Glenn Christensen
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45 votesGlenn Christensen
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An error occurred while saving the comment Glenn Christensen
commented
Why is this not an available option yet? It only makes sense and it is even more important since, for some unknown reason, you can't delete a company document once you email it to someone. Why is that? It's not like the recipient is clicking a link to see the document. At least if we had an option to place documents into folders we could create an "archived" folder to stick all the old outdated company documents.
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16 votes
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38 votes
An error occurred while saving the comment Glenn Christensen
commented
It's too bad this still hasn't made it to the top of the list for improvements. Be nice to know how much of each product is spoken for by pulling a report of products on open work orders. It's be nice to be able to pull a report of all of the completed work orders that included a certain product to provide to customers.
The only current option is to use the custom work order fields to manually enter a product name that can be used when filtering reports. It's okay for one product but too much work for more than that.
An error occurred while saving the comment Glenn Christensen
commented
This is another "no brainer" report that really should be available. Doesn't seem like it would be too difficult to add it
Glenn Christensen
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19 votes
An error occurred while saving the comment Glenn Christensen
commented
Definitely need to be able to add a photo of the product when adding the "Product or Service" so a customer knows what they are getting. It should then show up automatically when creating an estimate and also be able to be deleted if not needed.
Glenn Christensen
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10 votesGlenn Christensen
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24 votesGlenn Christensen
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9 votesGlenn Christensen
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38 votes
An error occurred while saving the comment Glenn Christensen
commented
I 100% agree with this. At the very least it would be nice to be able to change it to something more personal sounding even if everyone had to use the same message. As the email appears now you are sending an minimal email that includes an attachment and a link from a strange looking email address. I'm sure many people would view it as spam.
Glenn Christensen
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16 votes
This would be great, thanks for submitting this idea!
An error occurred while saving the comment Glenn Christensen
commented
Agreed. We use a work order report to track the work ahead of us. Any communication with the customer regarding scheduling would be better/easier to track by adding a note to the work order that could show on the report (we have it on the dashboard). Only current option is to add it as an internal note to the work order itself which is an additional step and ends up on the printed work order
Glenn Christensen
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42 votes
Certainly something that we’ve discussed. At the moment we haven’t had too many requests for this, but I’m sure this would be a consideration for our template builder improvements in the future.
Glenn Christensen
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17 votesGlenn Christensen
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29 votes
This is something that I’ve been wanting, too. It’s on our development list and we’ll keep you updated as we get closer.
Glenn Christensen
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Tonya,
The functionality just isn't there. I'm all for improving things but when you lose functionality and make things take longer you should just leave well enough alone. I tried support chat and they said they would put in the request to the developer to switch me back. I also put in "feedback" which chat support said would go directly to the developer and help speed things up. After waiting a week, I finally just kept emailing and putting in chat requests. I finally got a call and it was switched back shortly afterward. You need to be a lot more persistent than years ago.